401(k) Fridays Podcast

This is the second episode of today's double header.  If you haven't listened to my conversation with Susan Mehlman at Moss Adams about the IRS and your 401(k) Plan, be sure to check that out as well.  This episode  is an updated version of one of the very first episodes on the podcast.  This features my conversation with Sam Henson, an ERISA Attorney and the VP & Director of Legislative & Regulatory Affairs at Lockton Retirement Services.  The first portion is our original conversation from back in early 2016 and the last 12 minutes or so features our more recent conversation providing a few updates based on the DOL during the Trump Administration and the new Secretary of Labor.  Our conversation is full of great information about how the DOL operates, how DOL investigations are triggered and important steps you should take if you receive a  letter notifying you of a DOL investigation.   Guest Bio Sam Henson is the Vice President and Director of Legislative & Regulatory Affairs for Lockton Retire